Beacon Investment Advisors LLC Purchases in Q2 2024

Beacon Investment Advisors LLC

  • $195 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
4.6K
+ 19.79%
$389.33 - $452.85 $1.79M - $2.08M
27.8K $12.4B
AMD
Advanced Micro Devices Inc

Technology
10.8K
New
$144.27 - $183.34 $1.56M - $1.99M
10.8K $1.76B
QCOM
Qualcomm Inc

Technology
8.5K
New
$157.63 - $227.09 $1.34M - $1.93M
8.5K $1.69B
AAPL
Apple Inc.

Technology
191
+ 0.51%
$165.0 - $216.67 $31.5K - $41.4K
37.4K $7.89B
CMI
Cummins Inc

Industrials
3.46K
+ 168.78%
$266.48 - $302.86 $922K - $1.05M
5.51K $1.53B
JPM
Jpmorgan Chase & CO

Financial Services
4.51K
+ 204.86%
$180.08 - $204.79 $812K - $923K
6.71K $1.36B
FDX
Fedex Corp

Industrials
2.51K
+ 41.52%
$245.11 - $299.84 $615K - $752K
8.55K $2.56B
ABT
Abbott Laboratories

Healthcare
7.62K
New
$100.73 - $112.44 $767K - $856K
7.62K $791M
AMAT
Applied Materials Inc

Technology
173
+ 0.74%
$189.46 - $247.83 $32.8K - $42.9K
23.6K $5.58B
BAC
Bank Of America Corp

Financial Services
15.1K
+ 22.05%
$34.68 - $40.02 $524K - $605K
83.6K $3.33B
NSA
National Storage Affiliates Trust

Real Estate
17.5K
New
$34.92 - $42.32 $611K - $741K
17.5K $721M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.55K
+ 10.78%
$396.73 - $420.24 $1.01M - $1.07M
26.2K $10.7B
COST
Costco Wholesale Corp

Consumer Defensive
7
+ 0.12%
$704.88 - $870.75 $4.93K - $6.1K
6K $5.1B
CVS
Cvs Health Corp

Healthcare
12K
New
$53.63 - $79.56 $644K - $955K
12K $709M
CASY
Caseys General Stores Inc

Consumer Cyclical
50
+ 0.52%
$309.17 - $382.87 $15.5K - $19.1K
9.62K $3.67B
PRU
Prudential Financial Inc

Financial Services
5.25K
New
$107.35 - $121.31 $564K - $637K
5.25K $616M
OHI
Omega Healthcare Investors Inc

Real Estate
17.7K
New
$29.96 - $34.25 $531K - $607K
17.7K $607M
DOW
Dow Inc.

Basic Materials
10K
New
$52.96 - $59.99 $530K - $600K
10K $531M
RTX
Raytheon Technologies Corp

Industrials
4.78K
+ 101.68%
$97.55 - $108.44 $466K - $518K
9.48K $952M
PSX
Phillips 66

Energy
4.02K
+ 74.8%
$135.85 - $172.71 $545K - $693K
9.38K $1.32B
BMY
Bristol Myers Squibb CO

Healthcare
10.4K
New
$40.25 - $52.99 $419K - $552K
10.4K $433M
IP
International Paper CO

Consumer Cyclical
10K
New
$33.52 - $47.32 $335K - $473K
10K $432M
UPS
United Parcel Service Inc

Industrials
4.09K
+ 34.44%
$134.2 - $152.27 $549K - $623K
16K $2.19B
NEM
Newmont Corp

Basic Materials
10K
New
$36.43 - $44.44 $364K - $444K
10K $419M
KMI
Kinder Morgan, Inc.

Energy
20K
New
$17.69 - $20.11 $354K - $402K
20K $397M
LMT
Lockheed Martin Corp

Industrials
681
+ 12.19%
$447.57 - $471.51 $305K - $321K
6.27K $2.93B
UNP
Union Pacific Corp

Industrials
1.68K
New
$221.38 - $247.4 $371K - $415K
1.68K $379M
VZ
Verizon Communications Inc

Communication Services
9.14K
+ 62.78%
$38.6 - $42.84 $353K - $392K
23.7K $977M
JNJ
Johnson & Johnson

Healthcare
2.73K
+ 86.81%
$144.38 - $157.78 $394K - $431K
5.88K $859M
BEPC
Brookfield Renewable Corp

Utilities
12.7K
New
$21.57 - $32.37 $274K - $411K
12.7K $361M
NVS
Novartis Ag

Healthcare
3K
New
$92.57 - $107.37 $278K - $322K
3K $319M
CVX
Chevron Corp

Energy
2.01K
+ 46.67%
$152.57 - $166.33 $306K - $333K
6.3K $986M
GOOD
Gladstone Commercial Corp

Real Estate
20.8K
+ 95.55%
$12.96 - $15.01 $270K - $313K
42.7K $609M
GOOGL
Alphabet Inc.

Communication Services
18
+ 0.19%
$150.53 - $185.41 $2.71K - $3.34K
9.36K $1.7B
WMT
Walmart Inc.

Consumer Defensive
180
+ 0.5%
$58.85 - $68.9 $10.6K - $12.4K
36K $2.43B
IBM
International Business Machines Corp

Technology
1.59K
New
$164.43 - $190.9 $261K - $303K
1.59K $275M
BAX
Baxter International Inc

Healthcare
16.8K
+ 53.62%
$32.87 - $43.55 $551K - $730K
48K $1.61B
GD
General Dynamics Corp

Industrials
861
New
$281.11 - $300.23 $242K - $258K
861 $250M
TFC
Truist Financial Corp

Financial Services
6.07K
+ 67.05%
$35.41 - $40.18 $215K - $244K
15.1K $588M
PFE
Pfizer Inc

Healthcare
7.35K
+ 65.52%
$25.26 - $29.6 $186K - $218K
18.6K $520M
CTAS
Cintas Corp

Industrials
295
New
$658.34 - $714.93 $194K - $211K
295 $207M
NVR
Nvr Inc

Consumer Cyclical
52
+ 13.61%
$7335.26 - $8026.27 $381K - $417K
434 $3.29B
MPW
Medical Properties Trust Inc

Real Estate
48.1K
+ 85.31%
$3.99 - $5.85 $192K - $281K
104K $450M
GNRC
Generac Holdings Inc.

Industrials
26
+ 0.1%
$127.41 - $154.23 $3.31K - $4.01K
26.4K $3.49B
Sinclair Inc
12.3K
+ 19.77%
N/A
74.5K $993M
RWT
Redwood Trust Inc

Real Estate
19.5K
+ 8.58%
$5.49 - $6.68 $107K - $130K
247K $1.6B
GIS
General Mills Inc

Consumer Defensive
4.05K
+ 26.2%
$63.26 - $71.61 $256K - $290K
19.5K $1.23B
LPLA
Lpl Financial Holdings Inc.

Financial Services
3
+ 0.03%
$256.41 - $288.82 $769 - $866
9.23K $2.58B
LDOS
Leidos Holdings, Inc.

Technology
9
+ 0.1%
$123.76 - $151.15 $1.11K - $1.36K
9.08K $1.32B
Activity Summary
Buys All Purchases 115 New Holdings 18 Increased Positions 97 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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